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Capital Performance Advisors’s IBM IBM Stock Holding History

Capital Performance Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
4,216
-666
-14% -$168K 0.08% 100
2026
Q1 		$1.18M Sell
4,882
-159
-3% -$43K 0.08% 112
2025
Q4 		$1.49M Buy
5,041
+3,932
+355% +$1.18M 0.11% 87
2025
Q3 		$313K Buy
+1,109
New +$290K 0.05% 207
2025
Q2 		– Sell
-923
Closed -$230K – 296
2025
Q1 		$230K Buy
+923
New +$226K 0.05% 216
2024
Q4 		– Sell
-195
Closed -$43.1K – 1310
2024
Q3 		$43.1K Buy
+195
New +$38.2K 0.01% 390

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Performance Advisors's IBM Position: Q2 2026 in Review

Capital Performance Advisors reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $168K and leaving 4,216 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #100.

Capital Performance Advisors first reported a position in IBM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capital Performance Advisors held 4,216 shares of IBM worth $1.19M as of Q2 2026.
  • Capital Performance Advisors sold 666 IBM shares in Q2 2026, an estimated $168K.
  • IBM made up 0.08% of Capital Performance Advisors's portfolio in Q2 2026, its #100 holding.
  • Capital Performance Advisors first reported a position in IBM in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's IBM position peaked at $1.49M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.